Squawk on the Street Trump and the Health Insurers' Sell-Off, Boeing CEO Exclusive, GM Among the Earnings Winners 1/27/26
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Jan 27, 2026 
Kelly Ortberg, CEO of Boeing, a longtime aerospace executive leading production and delivery recovery. She discusses Q4 revenue and delivery gains. She talks about rising 737 and 787 production rates, certification milestones, and a brighter cash-flow outlook for 2026. The conversation also covers a one-time tanker charge and how markets reacted to Boeing's results.
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GM Shows Policy-Driven Strength
- GM beat Q4, raised full-year profit guidance and hiked the dividend while authorizing a $6B buyback.
- Jim Cramer and Carl Quintanilla view GM as a clear beneficiary of domestic policy and production advantages.
Boeing's Recovery Is Production‑Led
- Boeing posted a revenue beat, positive delivery momentum, and is targeting $1–3B free cash flow for 2026.
- Kelly Ortberg emphasized production rate increases for the 737 and 787 and methodical ramp plans to hit $10B free cash flow over time.
Invest In Production To Protect Deliveries
- Boeing invested additional resources on the tanker program to meet delivery expectations and avoid future disruption.
- Kelly Ortberg framed that extra investment as a one-time cost that protects delivery reliability and customer relationships.